Simplifying QuickBooks August 10, 2022, 10:00am CDT August 10, 2022, 11:30am CDT
Click to attend:

If you are an experienced QuickBooks user who needs help, you can skip this workshop and go online to to request free individual QuickBooks mentoring sessions. For the beginner, we present QuickBooks as a tool for storing transaction data for your business and generating your financial reports. In this introduction, we discuss the different versions of QuickBooks, look at the user interface, and prepare you for free, one-on-one sessions with a SCORE mentor get your company set up in QuickBooks. Supporting the presentation are several short video tutorials using the online version of QuickBooks. Time is allowed for discussion and answering questions. This is not a hands-on workshop, so a computer is not needed. If you sign up for a mentor after the workshop, we will help you to set up your business in QuickBooks with an appropriate chart of accounts, so you can begin data entry. Youtube videos are another good resource. For example, we think the Youtube tutorial at can be helpful.
Patrick Coleman and Bill Grosskopf are SCORE mentors and experienced QuickBooks trainers. Both are available for one-on-one mentoring to help you set your business up in QuickBooks.

About the Presenter(s)

Bill Grosskopf

Managing a small business for about 40 years gave me insight into all aspects of operating a small business. After finishing two engineering degrees and starting an MBA, I joined an existing family typesetting business where I built and managed a new book production division employing continually evolving computer-based typesetting equipment. I developed the accounting and project management...

Patrick Coleman

30 years in the commercial construction industry, 20 yrs as an owner of a demolition business and restaurant. Accounting, finance, administration and business management are my expertise. I have 25 years experience with Quickbooks Desktop and the last 5 years I have been teaching and training business owners to use Quickbooks Online.

Simplifying QuickBooks